Certified Advisory Corp’s Digital Realty Trust DLR Stock Holding History

Certified Advisory Corp’s Portfolio DLR Stock Details DLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-274	Closed	-$39K	–	330
2021 Q1	$39K	Buy	+274	New	+$37.9K	0.01%	385
2020 Q2	$27K	Buy	187 +1	+0.5%	+$142	0.01%	390
2020 Q1	$26K	Buy	186 +2	+1%	+$254	0.01%	369
2019 Q4	$22K	Buy	184 +1	+0.5%	+$123	0.01%	462
2019 Q3	$24K	Buy	183 +2	+1%	+$243	0.01%	447
2019 Q2	$21K	Buy	181 +2	+1%	+$238	0.01%	474
2019 Q1	$21K	Buy	179 +1	+0.6%	+$112	0.01%	438
2018 Q4	$19K	Buy	178 +2	+1%	+$221	0.01%	439
2018 Q3	$20K	Buy	176 +2	+1%	+$239	0.01%	451
2018 Q2	$19K	Buy	174 +2	+1%	+$212	0.01%	437
2018 Q1	$18K	Buy	172 +1	+0.6%	+$106	0.01%	429
2017 Q4	$19K	Buy	+171	New	+$20.1K	0.01%	377

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Certified Advisory Corp's DLR Position: Q2 2021 in Review

Certified Advisory Corp sold out of Digital Realty Trust (DLR) in Q2 2021, closing a stake of 274 shares — an estimated $39K sold.

Certified Advisory Corp first reported a position in DLR in Q4 2017 and held it in 12 quarters. The position peaked at $39K in Q1 2021. 982 funds tracked by Wall St. Rank hold DLR as of Q2 2021.

Certified Advisory Corp reported no remaining Digital Realty Trust position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 274 Digital Realty Trust shares in Q2 2021, an estimated $39K.
Certified Advisory Corp first reported a position in Digital Realty Trust in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Digital Realty Trust position peaked at $39K in Q1 2021.
982 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.